MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$7.67M
3
+$7.38M
4
LRCX icon
Lam Research
LRCX
+$7.33M
5
C icon
Citigroup
C
+$7.08M

Top Sells

1
+$9.1M
2
+$7.29M
3
+$6.25M
4
ABBV icon
AbbVie
ABBV
+$5.76M
5
FNBG
FNB Bancorp Common Stock
FNBG
+$4.63M

Sector Composition

1 Technology 23.97%
2 Financials 13.24%
3 Healthcare 11.9%
4 Consumer Discretionary 10.09%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$124K 0.02%
552
-1,443
377
$123K 0.02%
2,602
-1
378
$123K 0.02%
3,276
+235
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380
$122K 0.02%
2,850
-556
381
$121K 0.02%
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382
$121K 0.02%
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$121K 0.02%
2,450
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384
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3,077
-146
386
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600
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387
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1,283
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390
$118K 0.02%
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$118K 0.02%
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$115K 0.02%
344
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$115K 0.02%
7,297
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399
$113K 0.02%
3,938
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400
$113K 0.02%
4,440
+827
14 15
16
17 18